Operating at the Intersection of Technology and the Capital Markets
Tag: restaurants
The number of seated diners (as measured by walk-ins and reservations on OpenTable) remains down materially on a year-over-year basis for both cities and states. We built the charts below using a 7-Day average comprised of the last 7 days ending July 4th 2020. Reach me at jmaietta@tek2day.com to access the complete data set which … Continue reading Seated Diners by U.S. City & State
We source year-over-year seated dining data. Our presentation organizes seated dining data by Country, State and City. The PDF version (free) summarizes the data. The Excel version (premium, after the break) includes summaries plus daily data. Click HERE to download the PDF version. Click HERE to download the Excel version. https://soundcloud.com/ceorater
Total non-farm payroll employment increased by +2.5 million in May led by a recovery in Leisure and Hospitality. The biggest driver was bars and restaurants ("Food Services and Drinking Establishments"), which added +1.4 million jobs and accounted for 56% of total non-farm payroll additions. Non-farm employment in May improved sequentially and was 13% below February … Continue reading U.S. Economy Improves from COVID Lows Boosted by Bars & Restaurants
Diners in some states have turned out as COVID restrictions were lifted. These states include: Alabama, Arizona, Florida, Oklahoma, South Carolina, Tennessee and Texas. Access our PDF sheet HERE. Click HERE to access the Excel data. Data is organized by state and report date. https://soundcloud.com/ceorater
There is significant credit risk that is not priced into the markets. Looming credit defaults and downgrades - especially high grade to high yield downgrades ("fallen angles") - are bound to create uncertainty beyond the credit markets. There is significant default and downgrade risk associated with Commercial Real Estate ("CRE") credits. Nobody knows when major … Continue reading Credit Risk Is Substantial and Underestimated
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